Desiree Ashwood serves as a Success Manager at LPL Financial, partnering closely with the Platinum Wealth Management team to support growth, operational excellence, and long‑range strategic initiatives. Since joining LPL in 2020, she has held leadership roles across relationship management and product development, including Senior Product Analyst and Technical Product Owner, before moving into relationship management.
In her current role, Desiree is known for her ability to build strong relationships, navigate complex business challenges, and drive meaningful outcomes for clients and firms.
Desiree holds her Series 7 license with LPL Financial and is a Certified Scrum Product Owner (CSPO). She brings a blend of relationship management, operational leadership, and process‑improvement expertise, along with a genuine passion for wealth management.